9/11/2021
16 : 4
Longreads + Open Thread
China, Chips, ByteDance Philosophy, Hacks, Payments
9/10/2021
12 : 34
Modern Financial History Begins in 1998
Plus! Two Turnarounds; Smart Glasses; Credit cards, Spending and Splurging; The Cyclical CEO Condition; Permanent Pricing
9/4/2021
16 : 4
Longreads + Open Thread
Construction, EDM, Talent, Aerospace, Applied Divinity Studies, Black Wednesday
9/3/2021
11 : 34
Globalized Talent and the Brand Grab
Plus! Developing Vietnam; Liquidity, Discount Rates, and Theft; Shortages; Pigs and OPEC; Statistical Privacy
8/28/2021
16 : 4
Longreads + Open Thread
Games, MBO, Espionage, Manchukuo, France, Fracking, Banks
8/27/2021
13 : 24
Warby Parker and EssilorLuxottica: Irresistible Force, Immovable Object
Plus! Cutting the Apple Tax; Messaging; China and Security; Cyber Risk and Coordination; CEO Training
8/21/2021
16 : 4
Longreads + Open Thread
News, Tutoring, Inequality, Chips, Bank Risk, Bank Founding, Energy
8/20/2021
13 : 24
The Dividend Futures Disaster Revisited: Anatomy of a Very Bad Trade
Plus! What's Big on Facebook; OnlyClothed?; Elite Overproduction as Risk Aversion; A Second Cleantech Boom; Chip Consolidation
8/14/2021
16 : 4
Longreads + Open Thread
Risk, Reverse Engineering, Perspective, Software, Creators, Mortgages, Big Business
8/13/2021
15 : 4
Magalu: Inside Brazil's Omnichannel Powerhouse
Plus! The Privacy/Security/Centralization Axes; Factors of Production; VPNs and Streaming Price Discrimination; The Belt and Road Alternative; Privacy and Tradeoffs
7/31/2021
16 : 14
Longreads + Open Thread
Precariat, Metaverse, Olympics, Patronage, Warp Speed, Strauss, Oil, Bonds
7/30/2021
13 : 24
You And Your Investment Research
Plus! A Successful IPO from Robinhood; Convergence; Underinvestment; Consumer-Friendly Defaults; The Amazon Rollup Boom
7/24/2021
16 : 4
Longreads + Open Thread
Spreadsheets, Piracy, Owning Data, GDP-Linked Bonds, Climate Catastrophe-Linked Bonds, Young Adult Fiction, Griddles, War, Fracking, Code
7/23/2021
13 : 24
Taking Strategy Seriously
Plus! Errata, Streaming as Instant Gratification; Batteries; Shrinking Analyst Teams; Diffident Voters; Oil; Recapitalized
7/17/2021
16 : 4
Longreads + Open Thread
Cybercrime, Publishing, Data, Mystery Seeds, Panic, Oil
7/16/2021
13 : 34
Newsletters Can Move Markets
Plus! "Real Men Have Fabs"; Rollups; Platform Control; Outperformance; Chips and China; Double Zero
7/10/2021
16 : 4
Longreads + Open Thread
Tim Horton's, Gamers, Little Frog, Land, Privacy, Billionaires
7/10/2021
6 : 1
Illumina: "View Source" for Life
Plus! The Balance Sheet-Constrained Bank; The Global Kuznets Curve in Action; Net Zero; Real-Time; Aviations Big Two (Plus One)
7/6/2021
13 : 54
Robinhood's Challenge
Plus! Another Gulf Carrier?; Air Buyout; The AI Layer; Didi and Information Asymmetry; Strategic SPACs
7/3/2021
16 : 14
Longreads + Open Thread
Scale, Solo Inventors, State Capacity, China, Juul,